Financial Services Associate
2 weeks ago
**Key Responsibilities**
- Collect required documents for deal closings (underwritings, new deals, refinancings, etc.)
- Review legal documentation to ensure compliance with GBO Operating Requirements; escalate issues to MOs or the Agency team as necessary
- Process mandatory closing controls, including vetting, Credit Approval, Legal sign-off, and Syndication strategy decisions
- Input and validate data into Loan IQ for various transactions
- Conduct post-closing controls and reconciliations to ensure compliance with all conditions precedent (CPs) before funding
- Collaborate with MO and BO to manage the booking of Upfront Fees, ensuring proper accounting of all transactions processed post-closing
- Coordinate with the Back Office on post-closing activities and ensure adherence to group policies and procedures
- Review and provide feedback on current procedures to develop best practices and minimize operational risks
- Develop and maintain strong collaborative relationships with SAF Front Office, Audit, Compliance, Legal, IT, and other support departments, making client service a focus of the Closer's function
- Analyze Key Performance Indicators (KPIs) and trends that may warrant a shift in strategic planning (e.g., support focus, process change)
- Monitor and proactively seek to minimize operational risks
- Identify process improvements and collaborate with support teams (IT, other Ops team members) to implement necessary changes
- Assess and assist with streamlining processes for cost savings
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